Swisher Financial Concepts’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
535
-16
| -3% | -$15.8K | 0.34% | 53 |
|
|
2025
Q1 | $521K | Sell |
551
-63
| -10% | -$59.6K | 0.43% | 42 |
|
|
2024
Q4 | $563K | Buy |
614
+13
| +2% | +$11.9K | 0.66% | 28 |
|
|
2024
Q3 | $527K | Hold |
601
| – | – | 0.33% | 51 |
|
|
2024
Q2 | $516K | Hold |
601
| – | – | 0.52% | 36 |
|
|
2024
Q1 | $437K | Hold |
601
| – | – | 0.38% | 42 |
|
|
2023
Q4 | $408K | Buy |
+601
| New | +$408K | 0.39% | 43 |
|